Financial Adviser - Liverpool, United Kingdom - Page Personnel - UK

Page Personnel - UK
Page Personnel - UK
Verified Company
Liverpool, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
Financial Adviser

  • Forward thinking advisory firm

About Our Client:


This growing financial services business have been established for a number of years and currently have 4 offices across the north west.

Their varied portfolio of services are based on partner-led, personal relationships which ultimately give their clients peace of mind and greater profitability.

This Financial Adviser role will include but not be limited to the following:

  • Meeting clients and discussing their finances and financial goals
  • Researching financial products for clients and explaining their key features and benefits
  • Negotiating better financial deals with providers on a client's behalf
  • Researching financial law changes and economic trends
  • Reporting their clients' financial results and investment progress
  • Supporting investment professionals to cultivate client relationships

The Successful Applicant:


The successful Financial Adviser will require the following:

  • Diploma qualification or chartered
  • Previous experience in a financial advisory role or a keen interest to begin
  • Fantastic communication skills
  • A keen interest in wealth management
  • Great verbal and written communication
  • Strong negotiation skills
  • Strong IT skills

What's on Offer:


This Financial Adviser role will offer the following:

  • Competitive salary
  • Dependant on experience
  • Great commission scheme
  • 25 days holiday + bank
  • Great pension offering
  • Death in service
  • Hybrid working options
Contact

  • Hollie Doran
  • Quote job ref
  • JN
  • Phone number
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